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Cerebras IPO to land amid chipmaker mania on Wall Street
TheStreet96d agoneutral
Cerebras IPO to land amid chipmaker mania on Wall Street

The U.S. might be facing a testy economic backdrop, with the Iran War, worries about oil rationing, and a return of inflation, but the market continues to soldier onward and upward. The market has clung onto one balloon in particular: chipmakers. From its March lows, the VanEck Semiconductor ETF ...

Why Intel Corporation (INTC) Was One of the Top “Blue Chip” Stocks Suddenly on Fire in April
Insider Monkey96d agoneutral
Why Intel Corporation (INTC) Was One of the Top “Blue Chip” Stocks Suddenly on Fire in April

Intel Corporation (NASDAQ:INTC) is one of the top “blue chip” stocks that were suddenly on fire in April. Reuters reported on May 5 that, according to Bloomberg News, Apple Inc held exploratory discussions regarding the use of Intel Corporation (NASDAQ:INTC) and Samsung Electronics for the production of the main processors for its devices. Apple executives […]

Chip Stocks Are Bleeding Today. The 2018 and 2022 Selloffs Tell You Exactly What Comes Next
24/7 Wall St.97d agobearish
Chip Stocks Are Bleeding Today. The 2018 and 2022 Selloffs Tell You Exactly What Comes Next

For much of 2026, the chip trade has been the only show on Wall Street. The iShares Semiconductor ETF (SOXX) is still up 77% year to date through May 11, Advanced Micro Devices (NASDAQ:AMD) has more than doubled, and Intel (NASDAQ:INTC) has been the comeback story of the cycle. But today, the bid disappeared. SOXX ... Chip Stocks Are Bleeding Today. The 2018 and 2022 Selloffs Tell You Exactly What Comes Next

Tesla’s AI Chip Pivot Reshapes Valuation Story For NasdaqGS TSLA
Simply Wall St.97d agoneutral
Tesla’s AI Chip Pivot Reshapes Valuation Story For NasdaqGS TSLA

Tesla (NasdaqGS:TSLA) has outlined a Terafab semiconductor facility in Texas focused on AI and autonomy chips. The company is working with SpaceX and Intel on advanced chip production to support self-driving and AI workloads. Tesla is raising capital expenditure on AI compute and humanoid robotics while planning to double battery cell capacity at its Berlin factory. Regulators closed a U.S. Model Y steering probe without recall, while China and Europe move through key steps on Full...

Intel Crashes 10%, AMD Slides 5% as Chip Trade Cools After Parabolic Run
24/7 Wall St.97d agobearish
Intel Crashes 10%, AMD Slides 5% as Chip Trade Cools After Parabolic Run

Shares of Intel (NASDAQ:INTC) are down 10% in Tuesday trading, changing hands near $116 after closing at $129.44 on Monday. Advanced Micro Devices (NASDAQ:AMD) is sliding alongside, off 5% at roughly $436. The selloff lands after both names ripped through a parabolic stretch. Intel stock gained 35% in the week ending May 11, while AMD ... Intel Crashes 10%, AMD Slides 5% as Chip Trade Cools After Parabolic Run

AMD CEO Lisa Su Says CPUs Will Match GPUs 1-to-1 in AI’s Next Phase
24/7 Wall St.97d agoneutral
AMD CEO Lisa Su Says CPUs Will Match GPUs 1-to-1 in AI’s Next Phase

On Bloomberg Businessweek Weekend’s May 8th segment, AMD chief Lisa Su delivered a forecast that should make GPU-only investors uncomfortable. The current ratio of 4 to 5 GPUs per CPU in AI infrastructure is about to compress toward 1-to-1 as agentic AI and inference workloads start hammering the CPU layer. What Su said on the ... AMD CEO Lisa Su Says CPUs Will Match GPUs 1-to-1 in AI’s Next Phase

MSFT, DELL And Intel: Which Is The Better Buy
24/7 Wall St.97d agobullish
MSFT, DELL And Intel: Which Is The Better Buy

At current prices, Microsoft (NASDAQ:MSFT) at $413.96 screens as attractive, Dell Technologies (NYSE:DELL) at $238.80 looks fully valued, and Intel (NASDAQ:INTC) at $113.01 looks overextended. All three have ridden the AI infrastructure wave, but the setup at each price has diverged sharply. Microsoft’s pullback has reset valuation against accelerating AI revenue. Dell’s run has front-loaded ... MSFT, DELL And Intel: Which Is The Better Buy